What public Form 5500 filings show about the Lloyd & Leo Co. 401(k) plan — and how to find and check your own account.
Lloyd & Leo Co. (EIN 26-4298202) reports LLOYD & LEO 401(K) PLAN on its most recent Form 5500, with $309K in plan assets across 15 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Lloyd & Leo Co. filing — schedules, fees, and providers.
Lloyd & Leo Co.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Lloyd & Leo Co.HR for the recordkeeper’s name and login.
